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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1140 Sheridan Street, Williamsport, PA 17701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Comprehensive Financial Group | Williamsport | PA | 01/2013 | 07/2025 |
| Voya Financial Advisors | Williamsport | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Creative Financial Strategies | Williamsport | PA | 07/2025 | Present |
| 5 Guys Financial Llc | Williamsport | PA | 07/2025 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1720 EAST THIRD ST; WILLIAMSPORT; PA; 17701; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/30/1999; 160; 160; SALE OF FIXED INSRUANCE PRODUCTS. 2. NAME OF OTHER BUSINESS: FIRST UNITED METHODIST CHURCH OF MUNCY, INVESTMENT RELATED: NO, ADDRESS: 602 SOUTH MARKET STREET, MUNCY, PA 17756, NATURE OF BUSINESS: CHURCH, START DATE: 05/2024, POSITION/TITLE/RELATIONSHIP: ENDOWMENT COMMITTEE MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DISTRIBUTE FUNDS FROM VARIOUS BE QUESTED MONIES THAT HAVE BEEN LEFT TO THE CHURCH FOR BUILDING MAINTENANCE REPAIRS AND OTHER PROGRAMS: 3. NAME OF OTHER BUSINESS: CREATIVE FINANCIAL STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 4. NAME OF OTHER BUSINESS: 5 GUYS FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OSJ OFFICE; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: OSJ OFFICE, SUPPORT ADVISORS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-12 |
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